Why Subscribe?

You’re ready to reap the rewards of your retirement, but you can use a little help.

We are specialists – We are solely focused on helping retirees navigate the complexities of generating income in retirement. Our strategies are backed by years of research so we can give you the specific answers of how and when to tap your retirement savings.

We get you more – We make your money last longer because we know how to mitigate the risk of unnecessary taxes, penalties and surcharges. Your retirement savings can last up to 10 years longer with a smart income strategy.

We don’t push investment products – We are not selling expensive annuities or high risk bonds to generate income. You can keep the same investments in the same location they are now, but we will work with you to create a strategy for tapping them wisely over time.

Retirement Income Experts

Income Strategy was developed by the leading experts in retirement planning. Their sole focus has been the research and development of tools to help individuals over the age of 50.

The firm is a pioneer in the development of software to model tax-efficient withdrawal strategies and related methodology on how to drawdown on retirement savings to generate income.

Innovation – a track record of developing tools and education to help millions of retirees make better decisions. The firm’s research and methodology are referenced and used across the industry by financial advisors and by large financial services firms.

Coordination of details – the technology focuses on the interplay of detailed decisions that make retirement planning challenging. Finding an optimal Social Security claiming strategy is complex and impacts how you should tap savings. Which investments are liquidated impacts Medicare premiums, Social Security and federal taxes. Analysis considers the impact on multiple variables for each individual so they can see the overall outcome of decisions over time.

Authority – other retirement specialists reference our research and findings. Our founders are quoted extensively in the media and are featured speakers on retirement topics.

Backed by Research – our technology and guidance are backed by robust and vetted research. We wrote the details and published our innovative findings the leading academic journals like the Journal of Financial Planning, Financial Analyst Journal and Journal of Retirement Income.

Even the U.S. Senate Requested Our Advice

Founder & C.E.O advises government leaders on how the Social Security Administration can be better advocates for retirees.

This information is provided by Retiree Inc. for general informational purposes. Nothing in this website should be considered as a solicitation or a recommendation or advice to buy, sell or continue to hold securities or other investments, or take any specific action regarding any tax matters. Accordingly, certain of the securities and strategies referred to in the website may not be suitable for you; therefore, it is important that you consider the information in this website in the context of your own investment needs and objectives, including risk tolerance, investment goals and time horizon.

The data in the website is from what are considered reliable sources; however Retiree Inc. does not guarantee the accuracy, completeness or reliability of the information for third-party data. Retiree Inc. is not under any obligation to, nor intends to, update research commentary. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Examples provided are for illustrative purposes only and are not representative of intended results that a client should expect to achieve.

The information in this website is not intended to be a substitute for specific individualized investment planning advice. Advisory services are provided through a Retiree Inc. affiliate Retirement Benchmark LLC, a SEC registered investment advisor.